AF

Ally Financial Portfolio holdings

AUM $885M
1-Year Est. Return 3.05%
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$389M
2
+$11M
3
+$8.46M
4
MSFT icon
Microsoft
MSFT
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$5.99M

Top Sells

1
+$26M
2
+$11.3M
3
+$5.64M
4
D icon
Dominion Energy
D
+$4.97M
5
DUK icon
Duke Energy
DUK
+$4.85M

Sector Composition

1 Healthcare 7.87%
2 Communication Services 7.47%
3 Financials 6.19%
4 Consumer Discretionary 6.01%
5 Technology 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.25%
43,000
+23,000
77
$2.3M 0.25%
95,000
78
$2.3M 0.25%
+10,250
79
$2.26M 0.24%
16,000
+6,000
80
$2.24M 0.24%
65,000
+40,000
81
$2.2M 0.23%
5,000
-3,000
82
$2.2M 0.23%
+20,000
83
$2.18M 0.23%
+78,000
84
$2.15M 0.23%
25,000
85
$2.14M 0.23%
16,000
+4,000
86
$2.03M 0.22%
30,000
87
$2.01M 0.21%
135,000
88
$1.84M 0.2%
25,000
89
$1.74M 0.19%
15,000
+7,000
90
$1.74M 0.19%
120,000
+45,000
91
$1.71M 0.18%
25,000
92
$1.71M 0.18%
20,000
93
$1.56M 0.17%
+58,000
94
$1.42M 0.15%
+7,000
95
$1.38M 0.15%
8,000
96
$1.34M 0.14%
12,000
97
$1.34M 0.14%
14,000
-36,000
98
$1.24M 0.13%
8,000
-28,000
99
$1.19M 0.13%
90,000
+30,000
100
$1.15M 0.12%
60,000
2 3
4
5 6